Jeffrey Richards
Vice President, Senior Financial Consultant at Charles Schwab
Based in Milton, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Milton
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
Phone
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Background
About Jeffrey Richards
I consult with individuals and their families around their specific goals and objectives while establishing and maintaining plans to help clients address these goals. I joined TD Ameritrade in 2005 to empower investors with better knowledge and resources to pursue their financial goals, and I am committed to delivering an outstanding client experience. I strive to leverage my personal and business experiences to grow as an individual and as a leader within the Boston Area. In my spare time I am passionate about playing golf, fishing and time with my family. I am blessed with an amazing wife of 10 years and 2 active, healthy boys who are also best friends. If you have any questions about retirement planning or pursuing other financial goals, I welcome a conversation about how I may be able to help.
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